How to Work with Hex's Notebook Agent: A Prompting Guide
Sep 24, 2025

Summary
This post provides a guide on how to effectively prompt Hex's Notebook Agent. It details the agent's key capabilities (agentic search, building a plan, executing analysis, summarizing results), offers mental models for interaction (structured thinking, conversational prompting, meta prompting, scoping context, specifying analysis methods, providing context for business impact, and business rules), and includes copy-paste prompt templates. The post aims to improve user experience and analytical output when working with the Notebook Agent.